Simplify the change of your sales opportunity entries by using an "if-then" logic

  • Function Extension: Perform bulk changes in sales opportunity fields (ACT! permits changes of the contact field only)
  • Simplification: Data adjustments in one step
  • Time Saving: Simultaneous update of several data fields in datasets
  • Targeted Editing: Work with the current sales opportunity, or a selection or all sales opportunities
  • Transparency: Set the order of implementation for the selected changes
  • Diverse Requirements: Modify and copy sales opportunities by defining a condition, e.g. the "if-then" logic. More complex conditions can be determined as well
  • Chance Increase: Copy existing sales opportunities easily


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Bulk changes in sales opportunities

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